+44.0%
DLTR vs TRGP
+89.5%
-45.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -4.5% | +14.2% | +8.4% |
| 7D | +15.6% | -6.5% | +22.0% | +13.8% |
| 30D | +29.9% | -0.4% | +30.3% | +29.7% |
| 3M | +12.5% | +8.8% | +3.7% | +14.6% |
| 6M | +56.3% | +11.0% | +45.3% | +59.6% |
| YTD | +19.5% | +57.4% | -37.9% | +22.6% |
| 1Y | +44.0% | +87.9% | -43.8% | +40.6% |
| All | +44.0% | +89.5% | -45.5% | +40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded TRGP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling